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Defining a Family Office: Common Traits & Key Differences

Peter Williams, ACE Founder and CEO, speaks with Angelo Robles, the CEO and Founder of the Family Office Association (FOA). Their discussion ranges across:

  • Defining a Family Office
  • Understanding what drives these offices
  • Navigating the myriad differences between families
  • Examining how FOA serves families and unlocks value for them and their service providers

For more from Angelo, see his other video on direct investing in private securities.


The Family Office Association is a global membership community dedicated to providing UHNW families the resources to solve their most difficult challenges and achieve their respective and collective goals. Their strategic meetings and forums offer insight to grow wealth, strengthen legacy, and unite multiple generations through shared interests and passions.

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